One Ascent Investment Solutions LLC Unified Ser Tr Oneascent Core Call Options Transaction History

One Ascent Investment Solutions LLC

$84.2 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding OACP

# of Institutions

18

Shares Held

8.43M

Call Options Held

0

Put Options Held

0

One Ascent Financial Services LLC Birmingham, AL

3.52M
Shares

$79.9 Million
5.23% of portfolio
One Ascent Wealth Management LLC Birmingham, AL

2.22M
Shares

$50.5 Million
21.94% of portfolio
Atria Investments LLC Charlotte, NC

1.67M
Shares

$38 Million
0.52% of portfolio
One Ascent Family Office, LLC Birmingham, AL

358K
Shares

$8.13 Million
7.59% of portfolio
Patron Partners, LLC

129K
Shares

$2.93 Million
1.66% of portfolio

About UNIFIED SER TR ONEASCENT CORE

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